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Sponsor portfolioWelfare / HealthEIN 45-5589598

VERTEX EDUCATION, LLC

3125 SOUTH GILBERT ROAD · CHANDLER, AZ 85286
4802705438
Plans filed
1
Years active
2020–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
423
No prior year
Total participants
362
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
VERTEX EDUCATION, LLC HEALTH AND WELFARE PLAN
Fully insured423 covered·6 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$860K22.7%
Prescription drug$860K22.7%
Other$837K22.1%
Dental$629K16.6%
Life$189K5.0%
Short-term disability$189K5.0%
Long-term disability$189K5.0%
Vision$32K0.9%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxDOth
$629K57.1%11423
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$232K21.0%1214
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$189K17.2%11363
VISION SERVICE PLAN
EIN 061227840
V
$32K2.9%11302
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$13K1.2%1155
CURALINC HEALTHCARE
EIN 331206383
Oth
$6K0.6%11392

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCTUCSON, AZKAISER FOUNDATION HEALTH PLAN INC, VISION SERVICE PLAN, CIGNA HEALTH AND LIFE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY$195K$24K$219K99.9%1
MELIA COMMUNICATIONSWILMINGTON, NCPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$195$0$1950.1%1
L-K MARKETING GROUP LLCWACO, TXPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$65$0$650.0%1

History & trajectory

6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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